Sustaining, Enduring and Thriving Through Crisis
Wealth Management
DECEMBER 13, 2022
Advisors and financial services execs discuss leadership through crisis and the importance of mental health in this profession during the 2022 MarketCounsel Summit.
A Dozen Questions for Jerome Powell, Fed Chair
The Big Picture
MARCH 6, 2023
This week, we get to hear from Federal Reserve Chairman Jerome Powell twice – tomorrow in the Semiannual Monetary Policy Report to Congress before the Senate Banking Committee and the next day in the House Financial Services Committee. Why did the Fed wait a full year beforee you began raising rates until March 2022?
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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Trending Sources
Adviser links: client confidence
Abnormal Returns
FEBRUARY 13, 2023
standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com) Podcasts Daniel Crosby talks with Tom Howard about behavioral finance vs. behavioral investing.
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Top 10 Financial Services Website Designs of 2022
Advisor Websites
JANUARY 14, 2022
The process of creating a great financial services website design is more than making it aesthetically pleasing; it requires the use of strategic language (your website copy) as well as content that will attract and engage your ideal client.
Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JULY 17, 2023
In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.
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At The Money: Optimizing Personal Health in Finance
The Big Picture
DECEMBER 11, 2024
2022, anybody who’s involved with markets for years, think of 2022 for one moment, and you know, it was a stressful time and bear markets occur periodically. I was an executive within the financial services space and I was miserable traveling too much, drinking too much, not moving my body. I use the product myself.
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Bank Failure #2 in 2023: Silicon Valley Bank
Calculated Risk
MARCH 13, 2023
as Successor to Signature Bank, New York, NY Signature Bank, New York, NY, was closed today by the New York State Department of Financial Services, which appointed the Federal Deposit Insurance Corporation (FDIC) as receiver. a full-service bank that will be operated by the FDIC as it markets the institution to potential bidders.
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NAIFA is a Proud Sponsor of TJ Johnson as Announced at The American College's 2022 CAAFP
NAIFA Advisor Today
AUGUST 9, 2022
The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce its participation in The American College of Financial Services' sixteenth annual Conference of African American Financial Professionals. The event is being held at the Omni Shoreham Hotel in Washington, D.C.
FARE helps Black financial professionals thrive
Nationwide Financial
FEBRUARY 14, 2023
To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.
How Are Financial Advisors Getting New Clients in 2022?
FMG
JULY 19, 2022
According to the AARP, 45% of middle-aged Americans would rather visit the dentist than make an appointment with a financial advisor. Most people distrust financial services as an industry. Prospects don’t know how to choose a “good” financial advisor. Why is that? Discover More.
Animal Spirits: No Soft Landing
The Irrelevant Investor
NOVEMBER 8, 2022
Today’s Animal Spirits is brought to you by YCharts: Enter your information here to claim a FREE YCharts Professional account through December 16th, 2022 (first 100 submissions) On today’s show we discuss: The US House of Representatives Committee on Financial Services’ letter to Powell Fed Cheif Powells Postmeeting Press Conference Feds Kashkari: (..)
BEA: Real GDP increased at 2.6% Annualized Rate in Q3
Calculated Risk
OCTOBER 27, 2022
From the BEA: Gross Domestic Product, Third Quarter 2022 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 2.6 percent in the third quarter of 2022 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the second quarter, real GDP decreased 0.6
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Chris Gandy to Receive the 2022 NAIFA Diversity Champion Award
NAIFA Advisor Today
OCTOBER 21, 2022
Christopher Gandy , LACP, Founder of Midwest Legacy Group in Lisle, IL, and the top-ranked producer for OneAmerica , has been recognized as the NAIFA Diversity Champion for 2022.
Does the ISM Services Index Really Reflect the Real World?
Mish Talk
DECEMBER 5, 2022
Please consider the November 2022 Services ISM ® Report On Business ® Economic activity in the services sector grew in November for the 30th month in a row — with the Services PMI ® registering 56.5 ISM data and discussion by permission from ISM. The Supplier Deliveries Index registered 53.8 percent, 2.4
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Weekly Market Insight – October 10, 2022
Cornerstone Financial Advisory
OCTOBER 10, 2022
Source: Econoday, October 7, 2022. C), Morgan Stanley (MS), The PNC Financial Services Group, Inc. Source: Zacks, October 7, 2022. The Wall Street Journal, October 7, 2022. The Wall Street Journal, October 7, 2022. The Wall Street Journal, October 7, 2022. CNBC, October 3, 2022. Jobless Claims.
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Market Commentary: ‘Tis the Season — Five Things to Know About Markets in December
Carson Wealth
DECEMBER 2, 2024
In the past decade it has been only the 10 th best month, thanks in part to a 6% drop in 2022 and a 9% crash in 2018. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The next closest has been April, up more than 71% of the time.
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What is Nifty and Sensex? Basics of Stock Market Index!
Trade Brains
AUGUST 20, 2022
As of Feb 2022, 5,246 companies trading on the BSE were worth over Rs 264 Lakh Crore (Rs 26,451,334.95 Here is the Sensex 30 Companies- Constituents of Sensex 30 by Weights – 2022. 14 Bharti Airtel Telecom Services 2.62%. — Nifty 50 Companies – Constituents of Nifty 50 by Weights – 2022.
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Neurodiversity@Work Program Honored at WealthManagement.com Industry Awards
SEI
SEPTEMBER 21, 2022
Wed, 09/21/2022 - 09:26. The Neurodiversity@Work program provides internship and employment opportunities for neurodiverse individuals in the financial services industry. . August 22, 2022. August 17, 2022. Sandy Ewing to Lead SEI’s Family Office and Regulatory Services. July 21, 2022. Recognition.
3 Key Advisor Metrics for Service Breakthroughs (From Lead Generation to Retention)
eMoney Advisor
MAY 9, 2023
The average NPS score for financial services firms is 44, down from 46 in 2022. A narrower 2022 snapshot study into high-net-worth investors’ opinions of their advisors yielded an average NPS of 47.7. NPS Financial Services / 27 Banking NPS Scores.” 2022 Client Research: The Evolution Continues.”
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Inox Green Energy IPO Review 2022 – GMP, Strengths, & More!
Trade Brains
NOVEMBER 10, 2022
The IPO will open for subscription on November 11th, 2022, and close on November 15th, 2022. In this article, we will look at the Inox Green Energy IPO Review 2022 and analyze its strengths and weaknesses. CAGR over fiscal 2022 to 2026 after a minor decline of 1.2% Opening date November 11, 2022. Face Value ?10
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Nifty 50 Companies List – Nifty50 Stocks by Weight 2023
Trade Brains
DECEMBER 31, 2022
Financial Services HDFCBANK 8.96%. Financial Services ICICIBANK 7.76%. Financial Services HDFC 5.94%. Financial Services KOTAKBANK 3.31%. State Bank of India Financial Services SBIN 2.94%. Financial Services BAJFINANCE 2.19%. Financial Services BAJFINANCE 2.19%.
Market Commentary: How to Think About the S&P 500 Correction
Carson Wealth
MARCH 17, 2025
The S&P 500 peaked on February 19, 2020 before the Covid bear market and then we had another bear market in 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Weve never seen back-to-back bears so close (only 1.9
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7 Best Travel Insurance of 2022: Your Picks for Summer Travel
Good Financial Cents
JULY 14, 2022
That’s why we’ve assembled this list of the seven best travel insurance of 2022. With the above cost criteria in mind, let’s move on to our list of the seven best travel insurance of 2022: Ads by Money. Best for Diversified Financial Services: Nationwide. As of June 2022, COVID travel restrictions in the U.S.,
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Trending This Tuesday, August 30, 2022
FMG
AUGUST 30, 2022
How to use your prospects’ natural cognitive biases to “ethically force” them to sign up for your financial services. The special “Layers” trick for instantly making your financial services more demanded and valuable. The post Trending This Tuesday, August 30, 2022 appeared first on FMG Suite.
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DCX Systems Limited IPO Review 2022 – GMP, Strengths, & More!
Trade Brains
OCTOBER 27, 2022
The IPO will open for subscription on October 31st, 2022, and close on November 2nd, 2022. In this article, we will look at the DCX Systems IPO Review 2022 and analyze its strengths and weaknesses. The shares of DCX Systems traded at a premium of 38.65% in the grey market on October 27th, 2022. It is looking to raise Rs.
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Weekly Market Insight – July 11, 2022
Cornerstone Financial Advisory
JULY 11, 2022
Source: Econoday, July 8, 2022 The Econoday economic calendar lists upcoming U.S. Bancorp (USB), The PNC Financial Services Group, Inc. Source: Zacks, July 8, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, July 8, 2022. The Wall Street Journal, July 8, 2022.
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41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.
36 Top Influencers for Financial Advisors in 2022
Indigo Marketing Agency
JANUARY 17, 2022
Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals.
6 Best Options Trading Platforms of 2022 – Updated for July
Good Financial Cents
JULY 8, 2022
To help you improve your options trading game, we offer this guide with what we believe to be the six best options trading platforms of 2022. Firstrade gets our vote as the best all-around options trading platform of 2022. Get Started Best for Comprehensive Financial Services: Ally Invest.
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Five Star Business Finance IPO Review – GMP, Strengths & More!
Trade Brains
NOVEMBER 8, 2022
The IPO will open for subscription on November 9th, 2022, and close on November 11th, 2022. In this article, we will look at the Five Star Business Finance IPO Review 2022 and analyze its strengths and weaknesses. Services provided by the company. Opening date Nov 9, 2022. Closing date Nov 11, 2022.
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What Advisors Need to Know About Working with Young Investors
eMoney Advisor
MARCH 22, 2023
Our research shows 3 that Gen Y and Z are: Willing to pay for the advice of professionals Motivated to improve their finances Prefer to consolidate assets with a primary advisor Loyal clients They are also establishing their first financial advice relationships. Sources: 1 CNBC | Momentive Poll: “Invest in You,” August 2021.
CIO Perspectives Webinar, 2022 Asset Allocation Outlook
Brown Advisory
MARCH 18, 2022
CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. This year’s report examines several issues that the team is monitoring as we head into 2022.
CIO Perspectives Webinar, 2022 Asset Allocation Outlook
Brown Advisory
MARCH 18, 2022
CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Fri, 03/18/2022 - 06:42. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The war in Ukraine is causing even more uncertainty.
Market Commentary: Stocks Hit New Highs Amid a Year of Milestones
Carson Wealth
DECEMBER 9, 2024
This current bull market is nearly 26 months old and is now up more than 70% from the mid-October 2022 lows. It was strong even in 2022 and 2023, which was another clue that a recession wasnt imminent. Looking at the evidence, we dont think so. For reference, the 2019 average was 166,000.
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Yes Bank’s turn around? From Struggle to Strength
Trade Brains
JUNE 14, 2024
At the same time Macquarie, an Australian global financial service group, double downgraded Yes bank and as result stock price continued to decline even more. On 6th of October 2022, Prashanth kumar was appointed as CEO and MD of Yes bank. On 19th of December 2022 Yes bank sold rupees 48000 crore bad loans for 11,500 crores.
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SEI Introduces SEI Data Cloud
SEI
AUGUST 19, 2022
Fri, 08/19/2022 - 16:07. 22, 2022 – SEI (NASDAQ:SEIC) today announced the launch of SEI Data Cloud through a strategic partnership with Snowflake , the Data Cloud company, to address the financial services industry’s demand for more advanced data integration. SEI Introduces SEI Data Cloud. Data management. Banks PB (US).
Best Dividend Stocks Under Rs 50 To Add To Your Watchlist
Trade Brains
JUNE 11, 2023
The company has financially outperformed the preceding years with a whooping increase in profit of 13.12% from 40.76% in FY 2021-22 to 46.11% in FY 2022-23. There is an increase in the net profits in the past 5 years from Rs 2,386 crores in FY 2017-18 to Rs 4,734 in FY 2022-23. as of FY 2022-23. crores during FY 2021-22.
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Top Penny Stocks Under Rs 1 – High Risk, High Reward?
Trade Brains
JULY 2, 2023
Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Established in 1994, Visagar Financial Services is a non-banking financial company (NBFC) in the investment and financial services industry. .) crore for the financial year 2022-23. Market Cap (Cr.) in FY23.
Upcoming DEI Webinar Features NAIFA Members Toni Gonzales and Kristen Hall Eskew
NAIFA Advisor Today
AUGUST 4, 2022
On August 10, 2022, tune in for "DEI Success: From Making a Great Hire to Serving a Wider Audience.". Gonzales, MBA, LACP , Vice President of Sales at Ohio National Financial Services and Vice President of Women in Insurance and Financial Services (WIFS).
Blog #215: Three Good Ideas
Robert B. Ritter Jr.
NOVEMBER 30, 2021
It is a an informational blog only) Note from Bob Ritter: I have been buried lately on a project involving a new product we will release in 2022 called the InsMark Annuity Proposal System. The post Blog #215: Three Good Ideas first appeared on Bob Ritter's Blog, ideas for financial service professionals.
Fundamental Analysis of Ujjivan Small Finance Bank
Trade Brains
SEPTEMBER 22, 2023
Ujjivan Financial Services is its Parent Company holding an 80 percent stake in the bank. Ujjivan SFB provides a range of products and services such as savings accounts, current accounts, fixed deposits, recurring deposits, Vehicle Loans, MSE Loans, Housing Loans, Micro Loans, Home Loans, and Small Business Loans. in FY22 to Rs.
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Best Small Cap Stocks Under Rs 50 – Top Stocks To Watch in 2023
Trade Brains
APRIL 11, 2023
Revenue & Profitability Year 2020 2021 2022 Revenue (in Crores) ₹141.36 ₹138.50 ₹235.37 Revenue & Profitability Year 2018 2019 2020 2021 2022 Revenue (in Crores) ₹376.70 ₹504.15 ₹352.81 ₹470.43 ₹768.17 Revenue & Profitability Year 2018 2019 2020 2021 2022 Revenue (in Crores) ₹334.19 ₹308.08 ₹305.43 ₹424.99 ₹500.29
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10 Largest Stock Exchanges in the World By Market Cap – Complete List Of Stock Exchanges
Trade Brains
APRIL 12, 2023
trillion as of December 2022. trillion as of December 2022 and is ranked 2nd in the list of largest stock exchanges. trillion as of December 2022. trillion as of December 2022. trillion as of December 2022. Let us now take a look at the largest Stock Exchanges in the world!
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Market Commentary: Things You Don’t See in a Recession
Carson Wealth
DECEMBER 11, 2023
The improvement in housing prices has quietly created enormous wealth, while stocks have had a tremendous run despite the setback in 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.
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